IceWarp to IceWarp Server Migration

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1 IceWarp to IceWarp Server Migration Registered Trademarks iphone, ipad, Mac, OS X are trademarks of Apple Inc., registered in the U.S. and other countries. Microsoft, Windows, Outlook and Windows Phone are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Android is a trademark of Google Inc. IceWarp is a registered trademark in the USA and other countries. IceWarp to IceWarp Server Migration... 1 Overview... 2 Used Terminology... 3 Brief Introduction... 4 Detailed Description... 5 Logs... 9 Migration Wizard Migration from Linux Additional Dependencies Page 1

2 Overview IceWarp migrator provides migration functionality of all user data and server configuration from an existing IceWarp Server installation to a new server. Cross migration Windows < > Linux is supported. Also 32bit < > 64bit is supported. Page 2

3 Used Terminology Source server the server which is migrated from Target server the server which is migrated to Controlling application any application using IWMigrationUnit GUI, TUI, config, control, API Page 3

4 Brief Introduction The migrator copies all user data and configuration from a source server to a target server. Source server has to be at least of version 11.0, target has to be The migrator exists in three types: 1. Integrated in 11.2 config System Tools Server migration IceWarp to IceWarp 2. Standalone Windows application 3. Standalone Linux application The migrator operates in several steps (for more details, refer to the Detailed Description chapter): 1. Target server pre-configuration 2. Connection at first, the admin has to provide the target server address and IceWarp administrator credentials. Then the migrator connects to the target server. 3. External dependencies check the source server is checked for dependencies of another external files etc. the admin is warned that such files cannot be migrated. 4. First migration phase the migrator copies user data and the webmail database from the source to target. The source server is operating as usual. 5. Second migration phase source server is stopped, databases and changed new data that occurred after last copy are migrated. 6. Manual step admin switches DNS records. 7. The target server is started. Page 4

5 Detailed Description Target Server Pre-configuration Before migration, administrator has to prepare the migration target server. Administrator account in a domain that does not exist on the source server has to be created. For example or such. All databases connection strings are to be configured and working. Tables will be created. Existing tables will be dropped! DNS settings have to be configured properly. VoIP settings (local and remote interface host) are to be configured. Target Server Connection Migrator connects to the target server using RCP remote control protocol. It is the same protocol that is used for the remote config connection. Thus target server control has to be running and be accessible on the port of 443, 80 or any other. Admin can select whether SSL (and which port) will be used. When there is directory service synchronization configured, the admin has to enter target AD credentials this step. These credentials will be used in the Target server restore step in the second phase. Only one domain with directory service synchronization is supported. In the case there are more such domains, it is considered to be an error. The admin will have to change settings on the target server after migration. External Dependencies Check The source server is checked for following list of possible problems, that cannot be migrated. Each problem has assigned severity level error, warning, info. Admin should not continue in the case, any problem with severity level of error appears. Regardless of warning(s), the admin can decide to ignore the error. Admin should go through the list of problems and reconfigure the target server manually after the migration to make it work. The list follows: Content Filters scans for content filters copying a message to a folder, responds with message in file, executing application, adding header/footer, extracts attachments, appends content to a file, or operates with database. If this content filter is active, its severity is a warning, otherwise it is just an informational alert. Global Rules and User Rules same as content filters. FTP Sites any found FTP site raises a warning. Tasks any found task raises a warning. External AV Filters any found external antivirus filter raises a warning. Page 5

6 Mailing Lists mailing lists with members obtained from database raise a warning. Domains more than one domain synchronized with directory service raises an error. Executables any executable account raises a warning. First Migration Phase In this phase, user data and WC cache are synchronized to the target server. Synchronization means that files already being on the target server are not copied again. Modification time and a file size has to be the same on the source and target servers not to copy the file. The source server is not stopped and operates as usual. So new data can appear or something can be deleted on the server during this phase. This phase usually takes a few days. Disk Space Check First, the amount of data being copied is calculated and compared with the target server disk space. However, this check may be false positive when: Some data is already on target Admin configured for example archive to be on some external drive Disk space check may be overridden by the admin, but he/she should be careful. User Data Migration Mailboxes of all users in all domains are synchronized to the target server. The copying is based on mailbox paths in user settings. Thus when there is some unused directory in the mail directory, it is not copied. Archivists user s data of which mailbox path points to an archive are not copied. They are considered to be archivists and archive will be migrated in the next step separately. In the second phase, mailbox paths of these users on the target server will be set to point to proper folders in archive again. Externs user s data which mailbox path points somewhere outside the mail directory will be copied to the default mailbox directory on target. I.e. user with mailbox path E:\johnny\ will be migrated to C:\Program Files\IceWarp\mail\domain.com\john\. (Expecting mailbox path points to C:\Program Files\IceWarp\mail\). Shared users some user s mailbox path can point to some folder of someone else's user mailbox. Such users will be set on the target server to point to that folder too. Archive Migration Archive folder is synchronized only when auto archive is enabled on the source server. The archive is copied to the target server archive path. Logs Migration Log directory content is synchronized to the target server log directory. Webmail Cache Migration In the current migration version, only SQLite to SQLite or MySQL to MySQL webmail cache migration is supported. When webmail cache is in SQLite, the files (usually cache.db in user s mailbox) are copied during user data migration. Page 6

7 When webmail cache is in MySQL, additional step takes place after files synchronization. In this step, rows of webmail cache database are copied to the target server. The migrator is not able to convert one database type to another one during migration. If the admin requires this, he/she can either migrate to the target server with the same DB engine first and do the database type conversion there (which is the preferred way) or change DB type on the source and then perform migration. Also note that no other DB engines (like Oracle, MSSQL, Firebird) are supported by the current migration version. In such a case, the admin has either to convert to MySQL on the source, migrate the database manually, or not migrate it at all but then he will lose mail flags and POP3 account read status. Overall First Phase Process During the first phase, aforementioned chapters are done two times in following manner: 1. All files are copied user mailboxes, archive data and logs 2. Whole webmail cache is migrated from the beginning when it is in MySQL 3. All changed files are copied user mailboxes, archive data and logs are checked again for changes 4. New rows in webmail cache are copied (when it is in MySQL). Migrator application allows to execute the steps 3 and 4 on demand. This is useful when there was some time after the first phase finishesd and the admin wonts to minimize the time needed for the second phase. Second Migration Phase In this phase, server settings, databases and changed data from the last first phase run are copied to the target server. Nothing can change during this phase on the source server, thus the source server is disabled not to accept any new data. For the admin that means his/her server is offline. The second phase includes these steps: Source Server Stop All services are stopped, i.e. they are disabled. However, modules are still running. File System Copy Finalization Steps 3) and 4) described in the Overall First Phase Process chapter are performed. The only difference is, that logs are not migrated to speed up the process. Source Server Backup Configuration of the server, domains and users is backed up. This matches the System Tools System Backup functionality with only the Backup user settings option ticked. The backup is stored in IceWarp temp/iw_migration. Databases Export Groupware, accounts (if applicable), anti-spam, directory cache, EAS and spam reports databases are converted to SQLite database files. The files are stored in IceWarp temp/iw_migration. Settings and Databases Transfer Content of IceWarp temp/iw_migration is copied to the same directory on the target server. I.e. the server settings and databases are copied. Page 7

8 Target Server Restore First, the target server is stopped. This is done in similar manner as the source server stop. Modules are not stopped, but services are disabled. Because it is necessary to have RCP working, web is disabled using API variable of c_mail_control_disableweb, but c_mail_control_active remains enabled. Thus, there is a green circle in the config services list showing, that web is running. However only RCP is available no HTTP service. This can be confusing for an admin that does not finish the migration and ends with disabled server. Web has to be re-enabled via API, in this case. The source server settings are restored on the target server. However, some settings are preserved not to break the preconfigured target server state. The preserved settings are: Archive path Various DB connection settings (Accounts, Anti-Spam, Groupware, etc.) VoIP local and remote interface hosts, VoIP local network configuration DNS server settings Administrator account used for connection WebMail settings Directory service synchronization (AD sync) settings are updated to entered details. When cross migrating between platforms, webmail.dat and immodules.dat are modified to match the platform. Target Server Databases Import The databases are restored from SQLite files back to specific database types according to the target server settings. When cross-migrating between platforms, path delimiters (slashes) are converted automatically in databases where it is needed. Mailbox Paths Fixes As mentioned in the section about user data migration, Archivists, Externs and shared users mailbox paths are set on the target server to match configuration on the source server. Archivists point to the archive, externs to the default mailbox path and shared users to the proper mailboxes of another users. Modules Restart Some settings are loaded only when a module is starting. This step restarts all modules including the Control module. After restart, migrator reconnects to the target server. DNS Switch Now, all data and configuration are migrated. Administrator should switch DNS records to point to the new machine. This has to be done by this administrator manually, there is no way how migrator could handle it. Target Server Start When everything is prepared, admin selects the Target server start action. This re-enables previously disabled services on the target server. The source server remains stopped. Page 8

9 Logs During migration, migrator logs are generated on the source server into the IceWarp/logs/migration directory. There is only one log level. More information can be obtained by setting Control log level to extended. On the source server, this will generate more information in Control logs. Enabling of the extended control log level on the target server generates also more information in Control logs. Moreover, there is the migyyyyddmm.log file in the IceWarp/temp folder. It is in temp, because the logs directory is synchronized with the source server, which causes deletion of any extraneous files such as this log. Page 9

10 Migration Wizard Preview The IceWarp to IceWarp migration wizard is located in the administration console System Tools Server Migration IceWarp to IceWarp node. Check all boxes and click the IceWarp Migrator button to start the Migration Wizard. There is also standalone version of Migrator. Page 10

11 Connection to Target Server Connection Fill in the Host/IP field of the target server, administrator account and password, use SSL if possible. Click the Connect button to connect to the target server. Page 11

12 Active Directory Connection If Active Directory (AD) is used on the source server, fill in the Host/IP field of your AD server used on the target server and credentials. All AD user settings will be changed on the target server during migration. AD settings could be checked on the target server using the Test connection button. Click the Next button to proceed to the next step (you must be connected). Page 12

13 Dependencies Check All settings on the source server are checked and found dependencies are listed. There are three levels of importance Info, Warning and Error. All dependencies except of Info must be solved manually. Click the Check Again button to check dependencies again. If there are any Errors, the migrator do not continue. By checking the Ignore errors and continue box, this block can be ignored. Page 13

14 Click the Next button to proceed to the next step. Page 14

15 Data Migration Page 15

16 Copy Data Start the first phase of migration. The source server is running. Page 16

17 Copy Remaining Data Copy new data (created after first phase). The source server is running. Page 17

18 Finish Migration Stop all services on the source server and migrate all new data to the target server. If needed, the source server can be left running by un-checking the Stop source server box. Page 18

19 Start Target Server Services, which were running on the source server, will be started on the target server. Pause/Continue Data migration process can be paused. Pausing is not immediate it is performed after finish of some action. This button changes to Connect if the target server is disconnected. Cancel Data migration process can be canceled. Canceling is not immediate it is performed after finish of some action.. Show Failed Files In the case some files could not be copied to the target server, this button is enabled and a list of failed files is shown after clicking it. Data Transfer Speed Page 19

20 This option can be used on slow servers to limit CPU/file system/network resource usage. 100 % means full speed without a limit. Reset Migration This button clears the whole migration progress. So, migration can start from the beginning. No data from the target server is deleted! Page 20

21 Migration from Linux Overview When migrating from Linux (either to another Linux machine or to Windows), the text user interface application has to be used, because IceWarp migration is not yet supported via the remote console mode. Here is a brief description of the application. Installation Administrator has to take the correct migrator package for his/her Linux distribution and server bitness. He/she has to unpack icewarpmigrator.tar.gz into an existing IceWarp installation directory on the source server. Two files will be unpacked icewarpmigrator and icewarpmigrator.sh. Running The migrator is started by executing the wrapper shell script icewarpmigrator.sh. The first screen appears: On this screen, the admin has to fill in the target server address and administrator account credentials. He/she can specify whether the connection will be encrypted or not. Also a proxy server can be configured (in the next screen). Page 21

22 When Use proxy server is ticked, this screen appears after pressing Next: Here, the admin has to fill the proxy server address and optionally also credentials. If he/she does not want to use proxy, he/she has to press the Back button and un-tick Use proxy server. When the admin has some domain synchronized with a directory service (like Active Directory), he/she has to enter credentials to AD that will be used on the target server to connect to this directory service. Often, the directory service server is migrated too, thus the credentials will differ from the source server. When the admin does not have directory service synchronization set or does not want the migrator to change anything,he/she can leave the fields blank. After this step, the migrator tries to connect to the target server using entered credentials. When it is successful, the source server external dependencies are checked. When any dependency is found, it is displayed on a screen like this: Page 22

23 Admin can save the found dependencies to CSV for future reference. This is useful, because the admin has to solve these issues after server migration finishes. Solving it before would mean to modify the source server settings, which could break the functionality. Admin can also request re-scan of external dependencies, exit application or continue migration by pressing Next. Then the admin is presented with the main migration menu: Page 23

24 Here, the admin can see available actions and a brief description in the lower part of the window. These actions are: Start full migration starts the first phase and does all four steps as described in the functionality documentation. Finalize migration executes the second phase. Note, that the second phase starts with stopping the source server, so the admin has to be sure he/she really wants to finish the migration. Start target server this should be executed after migration is finished and the admin switches DNS records to the target server. Show failed files when some files could not be migrated during the finish migration (second phase), they are shown in the list allowing to save it. These files has to be manually examined and copied by the admin. Copy changes allows the admin to perform changed files and WC migration copy on demand (steps 3) and 4) in the migration functionality document). Exit terminates the application. During processing of the first or second phase, the admin can check the progress: Admin can pause the process, then select Resume or Cancel. He/she can also cancel the process immediately. Note, that canceling takes some time, for example it waits until current chunk of data is copied to the target server. Page 24

25 Additional Dependencies The configuration items in the following list are not automatically migrated and need to be restored on the target server manually after migration is finished. VoIP: interface settings Local network Warning if local network differs from default preserve settings Local interface host preserve settings External interface host preserve settings VoIP: log all calls to file dependencies: error: absolute path outside install dir (PATH CHECK) warning: absolute path inside install path ok: relative path VoIP: record all calls to PATH check VoIP: text to speech - output PATH check DNS: connection DNS server preserve settings Logging: general tab Archive deleted logs to file PATH check Send logs to server (syslog protocol) Warning if not empty System backup: Backup to file PATH check Additional directories to backup Warning if not empty System monitor Select additional disk paths to be monitored Warning if not empty WebClient SMTP Server preserve settings IMAP server Page 25

26 preserve settings IM Server preserve settings URL preserve settings DB Settings preserve settings Page 26

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